Integrations

Sales and marketing on the same Salesforce data

A cleaning and restoration service provider disconnected their sales and marketing teams by running separate systems; Bluleadz integrated Salesforce with HubSpot so both teams work from one shared customer view.

Company Size

100-499 employees

Key Services

Salesforce migration & integration

Sales and marketing on the same Salesforce data

The challenge they faced

As a regional cleaning and restoration service provider, the team relied on Salesforce to manage customer relationships and sales workflows, but their marketing team operated separately from sales data. This disconnection meant marketing lacked visibility into customer and account information, forcing both teams to maintain duplicate records and coordinate manually across systems. The fragmented approach created inefficiency and made it difficult to align sales and marketing efforts around a unified view of their customers.

The strategy we mapped

The engagement centered on connecting the team's existing Salesforce instance with HubSpot so that sales and marketing could work from a single source of truth. We started by mapping fields between the two systems to ensure data consistency, then configured the integration to suit their workflow–deciding whether records would sync manually on demand or trigger automatically as updates occurred in either system.

The solutions we executed

We set up the native Salesforce integration within HubSpot and worked through the field mappings that would connect matching data across both platforms. The team could then choose their preferred sync method: importing Salesforce records in bulk when needed, or allowing records to flow between systems automatically as changes happened. This architecture meant the sales team could prioritize outreach and manage their workflow without toggling between applications, while marketing gained visibility into the same account and contact records.

The results

What changed after the engagement.

The client's sales and marketing teams now operate from a unified Salesforce-HubSpot integration, eliminating duplicate record maintenance and manual coordination. The native integration with curated field mappings enables the sales team to manage workflows without switching between systems, while marketing gains direct visibility into customer and account data. Sync rules clarify data ownership across both platforms, ensuring critical information flows reliably in the correct direction.

Your turn